Saya Management LP
- SEC CIK
- 0001715528
- Latest filing
- Nov 14, 2022
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 9
- −3 vs. Q1 2022
- Portfolio value
- $78.3M
- −$33.5M (−30.0%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DDDuPont de Nemours, Inc. | COM | 283,666 | $15.8M | 20.1% | +17,500+6.6% | Added | History |
| CCKCrown Holdings, Inc. | COM | 146,233 | $13.5M | 17.2% | +48,900+50.2% | Added | History |
| TDGTransDigm Group INC | COM | 21,965 | $11.8M | 15.1% | +7,200+48.8% | Added | History |
| RRXRegal Rexnord Corp | COM | 75,400 | $8.56M | 10.9% | +4,900+7.0% | Added | History |
| AVYAvery Dennison Corp | COM | 46,091 | $7.46M | 9.5% | +4,900+11.9% | Added | History |
| GMGeneral Motors Co | COM | 200,900 | $6.38M | 8.2% | 00.0% | Unchanged | History |
| XPOXPO, Inc. | COM | 116,350 | $5.60M | 7.2% | 00.0% | Unchanged | History |
| WSCWillScot Holdings Corp | COM CL A | 172,731 | $5.60M | 7.2% | −177,100−50.6% | Reduced | History |
| NTRNutrien Ltd. | COM | 45,600 | $3.63M | 4.6% | +10,100+28.5% | Added | History |
Sold out since Q1 2022 (3)
Positions held at the end of Q1 2022 that are gone from this filing.